All my friends are billionaires, or verified

Amazon CEO reportedly raised Anthropic model concerns before government crackdown techcrunch.com/2026/06/13/am…

Game theory from here is super interesting: Original Mags (Google, Amazon, Microsoft, Meta) now have a serious non-zero opportunity to tank the frontier labs. Go to the government, kneecap the labs’ motion of putting the latest models out in the wild, become the trusted gatekeeper between the labs and the public at large (including internationally) by having the labs go through their clouds (AWS, GCP, Azure) and implement strict KYC to seal the deal. The frontier labs should have seen this coming years ago and implemented a robust KYC for just this moment. The fact they didn’t is kind of concerning. Why did they not do it? Best guess is because it would have changed the run-rate revenues (downward) which would have then changed funding dynamics - lower valuations, more dilution, less secondary. A valuation reset may happen now anyways, except the labs may end up with less control and more restrictions at the end of it. At the same time, everyone is already clamoring about token prices of the old models from the labs anyways… This couldn’t be a better setup for open source and neoclouds. Big question is can they meet the moment? There are too few of them and their progress seems sporadic at best.

NEW: Inside the 24-hrs before WH slapped export controls on Anthropic - Last Thursday, Amazon CEO Andy Jassy raised concerns about Fable jailbreak to Trump admin - Friday AM, Sean Cairncross, Bessent, Susie etc. held WH call to discuss - Then White House started reaching out to Anthropic to speak with Dario Amodei, who was at a wellness retreat. - When Amodei was finally available past 1pm, he had three tense phone calls with a combo of ppl including Cairncross, Bessent, Lutnick, Kessler, Will Scharf, Richard Walters, and Walker Barrett. -Amodei tried to clear up what he assumed was a misunderstanding. He defended the guardrails and distinguished between universal and non-universal jailbreak - Cairncross and Bessent were unmoved and asked Amodei to take down Fable and work with the admin to fix the vulnerabilities. (A WH official said Amazon’s findings were run past the NSA and they felt they had “proof.”) - Amodei asked for more time and info, but he made no commitments to pull the model - Bessent told Amodei directly at one point that he was making a “bad decision” - By Friday evening, the Trump admin imposed its export controls. - “Export controls were a last resort after begging them for hours to work with us,” senior WH official said. W/ @cheyennehaslett politico.com/news/2026/06/13…

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JUST IN: Andrej Karpathy, a top AI scientist at Anthropic, is reportedly barred from accessing the company’s most advanced AI model because he is not a U.S. citizen.

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true: — As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable. — Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.) — A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused. — In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.” — In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety. — In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community. — The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority. — Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: anthropic.com/news/fable-myt…

Three months ago, @DeptofWar kicked @AnthropicAI out of our building—forever. Every passing day proves why that was the right move. 🇺🇸

Exclusive: Anthropic’s biggest customers increasingly fear the company is becoming their biggest competitor. New details show tensions with partners including Figma as Anthropic expands from AI models into design, coding, legal and finance tools. Full story: thein.fo/4utqJpN

Anthropic disables access to Fable 5 and Mythos 5 to comply with government directive cnbc.com/2026/06/12/anthropi…

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